Senior Financial Analyst

About Allworth Financial: 

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. 

Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious “Circle of Excellence” award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024. 

 

SUMMARY:  

Work with the VP Finance Business Partnering to analyze and recommend actions for the firm’s organic growth and financial results 

This is a full-time, hybrid position. Applicants must be able to work in the Addison/Dallas, TX office. 

This is an Exempt position.

DUTIES AND RESPONSIBILITIES: 

• Analyze new client pipeline results, including key milestone volumes and conversion rates 

• Communicate insights on performance and recommend practical changes that will result in performance improvement 

• Analyze the financial impact of changes in advisor compensation and/or new compensation programs 

• Develop new and enhance existing reporting 

• Partner with Procurement team to analyze the financial impact of vendor contracts 

• Partner with Facilities team to track and analyze the financial impacts of office remodels and relocations 

• Prepare and analyze monthly financial results, including budget-to-actual and forecast-to-actual variances, and clearly communicate key drivers to senior leadership 

• Develop financial models and scenario analyses to support strategic initiatives, investment decisions, resource allocation, and business planning 

• Perform ad hoc analyses to answer complex business questions and support executive decision-making 

• Develop executive-ready presentations and financial materials that translate complex details into clear conclusions and actionable recommendations 

EXPERIENCE AND QUALIFICATIONS: 

• Experience within wealth management, financial advisory, asset management, banking, insurance, or another financial-services environment preferred 

• Strong written and verbal communication skills, including the ability to present financial information effectively to non-finance audiences 

• High attention to detail while maintaining the ability to see the broader business and strategic implications of financial results 

• Ability to analyze large and complex datasets and translate findings into concise, actionable business insights 

• Comfortable operating in a growing organization where requirements, processes, and systems will change 

 

REQUIREMENTS:  

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field 

• 4+ years of progressive experience in financial planning and analysis (FP&A), corporate finance, financial analysis, or analytics role 

• Proficiency in Microsoft Excel, Microsoft PowerPoint, financial modeling, scenario analysis, working with large and complex datasets, and AI tools 

• Demonstrated ability to develop financial models and translate financial and operational data into meaningful business insights 

• Strong analytical and problem-solving skills with the ability to identify key performance drivers, trends, risks, and opportunities 

• Experience preparing management reporting, financial analyses, and presentations for senior leadership 

• Strong written and verbal communication skills, with the ability to clearly communicate complex financial concepts to both finance and non-finance stakeholders 

• This is a hybrid role, with 3-4 days in-office 

• This position requires the ability to stand or sit for long periods of time, lift at least 15 pounds, file documents in high or low cabinets, to use the telephone and to use the computer systems. 

 

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job.  Typical reporting relationships are described, but actual relationships may vary in some instances.  This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.